Michael Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. He has worked with several related firms, including ICS Financial Group, Inc. and Group Underwriters Agency Inc., where he serves as CEO. Washer is also involved in insurance sales and agent recruitment through ICS Financial, Inc., and provides operational and financial guidance for Group Underwriters Agency Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm provides a variety of managed account programs and integrates multiple custodial platforms, supporting portfolio management through its Investment Committee and third-party partners.

Arthur Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has held various roles within Ameritas and affiliated firms since 2015 and serves on the Board of Supervisors for Fauquier County, Virginia. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering multiple managed account programs and fee-based management of variable annuity and universal life subaccounts.

Andrew Farrar is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in several real estate-related businesses, including Hoosier Realtors LLC, Lark Realty, Ross Real Estate, and Restoration Enterprises, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Olson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served with the Arlington County Police Department for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large network of financial advisors and extensive affiliated capabilities.

Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

Cameron Miller is a financial advisor with Edward Jones in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Kuzara is a financial advisor at Edward Jones in Marshall, VA, holding a Series 66 designation with two years of industry experience. He has served in the US Army since 1992 alongside his financial advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory programs supported by a large nationwide network of advisors and branch offices.

Steven Crouch is a financial advisor at Stifel with Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he serves as trustee for the Alice Johnson Meadows Trust and is treasurer of the Fauquier Community Coalition, a nonprofit providing assistance to the poor in Fauquier County. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting clients in retirement, insurance, and estate planning decisions.

Marie Canterbury is a financial advisor at Cetera with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including T. Rowe Price Investment Services, MassMutual, Wells Fargo Clearing, and Ameriprise. Outside of her advisory role, she serves as a board member for the Cedar Mill Homeowners Association. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joseph Irvin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Irvin serves as an endowment committee member for St. James Episcopal Church in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Christine Emond is a financial advisor with Ameriprise in Warrenton, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as a non-officer member of the Brightwaters BPOA Board and owns CME Advancing Partners, LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Lipp is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Josiah Wines is a financial advisor with Edward Jones in Warrenton, VA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at Bankers Life and service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jan Kamphuis III is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Truist Advisory Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

John Fox is a financial advisor with Osaic Wealth, Inc. based in Haymarket, VA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America, Inc. since 2012. Fox also owns Fox Financial Services, through which he is engaged in insurance sales. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Bryan Rodia is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Folio Investments, Inc. and Brown's Car Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.